Determine Merged Output Files
With CQG, you can determine how the merged output file will be delivered or where it will be stored after launching the button; however, Conga Batch runs in the background – without user input after the initial launch process – so we must specify in advance how Conga Batch will deliver the output files.
We do this using a QMode parameter in the Conga Batch formula field. The parameter name remains constant (&QMode=) but the value changes depending on the desired delivery method (e.g. “Download” for downloading, “SendEmail” for emailing). Only one QMode parameter may be used per Conga Batch solution, meaning all of the records within that Conga Batch batch will be delivered in the same way.
The QMode table is also helpful for ensuring that your Conga Batch solution includes the required parameters to correctly deliver the merged output files.
The below table lists the available QMode parameter values and describes how each will deliver the merged output files for a Conga Batch routine using that QMode value.
|
QMode Value |
Description |
|---|---|
|
&QMode=Attachments |
Attaches the merged output files to the Master Object records. Do not use in conjunction with other parameters that attach the file (e.g. &SC0=1). |
|
QMode=Download |
Downloads the merged output files to the internet browser. This parameter value is available only to Conga Batch. Tip:
Recommended &ContentWorkspaceId=[Workspace ID] to specify the Content Workspace (Library) where Conga Batch will store the merged output file if the Conga Batch solution is configured to run on a schedule. Without this parameter, the merged output file from a scheduled Conga Batch solution configured to download will be stored in the running user's personal Salesforce Content Workspace (Library). If either the &DefaultPDF=1 or &FP0=1 parameter is not included in the Conga Batch formula field, the merged output files will be consolidated into a .zip file. However, if one of these PDF output parameters is included in the formula field, the merged output file will be a consolidated PDF. |
|
QMode=SendEmail |
Emails the output file. |
|
&QMode=Chatter |
Posts the merged output file in the Salesforce Chatter feed. By default, Conga Batch posts files to the Master Object record feed. To override this behavior and post a file to another record's feed, a Chatter Group, or a specific User's feed, use &AttachmentParentId. |
|
QMode=Content |
Attaches the merged output files to the running user's personal Workspace (Library) in Salesforce Content. Tip:
Recommended &ContentWorkspaceId=[Salesforce Content Workspace ID] to specify an alternate Content Workspace (Library). |
|
QMode=Documents |
Attaches the merged output files to a folder on the Documents tab. |
|
QMode=DocuSign |
Sends the merged output files via DocuSign (one DocuSign Envelope per Master Object record). |
|
QMode=EchoSign |
Sends the merged output files via Adobe eSign (one Adobe eSign Agreement per Master Object record). |
|
QMode=EchoSignCreate |
Merges the output files and attaches each to an Adobe eSign Agreement but does not automatically send those Agreements. |
|
QMode=GoogleDrive |
Saves the merged output files in Google Drive. Requires the Google Refresh Token on Conga Batch Setup tab. Use &OFP to specify in which folder the merged output files are to be saved. Remove &SC0=1 and &SC1=Google from the Conga Batch formula field to prevent the storage of duplicate copies of the merged output file in Google Drive. |
|
QMode=GoogleDocs |
Converts the merged output files to Google Documents, Spreadsheets, or Slides, which are saved in Google Drive. Requires Google Refresh Token on Conga Batch Setup tab. Recommended: &OFP to specify in which folder the merged output files are to be saved. |
|
&QMode=SalesforceFile |
Sends the merged output files to Salesforce Files for the Master Object. The &SC0=1 and &SC1=SalesforceFile parameters are required in the URL for this QMode. |
|
&QMode=Sertifi |
Sends the merged output files via Sertifi. The browser page refreshes and lands on the Sertifi EContract. There are many combinations of possible Sertifi parameters. |
|
&QMode=SpringCM |
Saves the merged output files in a SpringCM folder, as defined by the SpringCM configuration rules. |
|
&QMode=Box |
Sends the output documents to Box. |
|
&QMode=OneDrive |
Sends the output documents to the user's OneDrive repository. |
|
&QMode=CongaSign |
Sends the output documents to Conga Sign. |
|
&QMode=Contracts |
Sends the output documents for negotiation using Conga Contracts for Salesforce's Send for Negotiation email service. |
|
&QMode=AmazonS3 |
Sends the output documents to AmazonS3. |
